Moya CAO
About Moya CAO
Moya Cao is a Client Associate at MD Financial Management in Calgary, Alberta, where she has worked since 2018. She has a background in client services and investment administration, and holds a Bachelor of Arts degree from the University of Calgary.
Work at MD Financial Management
Moya Cao has been employed at MD Financial Management | Gestion financière MD since 2014. She currently holds the position of Client Associate, a role she has occupied since 2018. In this capacity, she serves clients in Calgary, Alberta, Canada, providing support and assistance tailored to their financial needs. Prior to her current role, she worked as a Client Service Specialist for six months and as a Regional Investment Administrator for three years. This progression within the company highlights her extensive experience and commitment to client service in the financial sector.
Education and Expertise
Moya Cao has a solid educational background in communication, having earned a Bachelor of Arts (BA) from the University of Calgary. Additionally, she has completed studies at the Canadian Securities Institute (CSI), where she achieved the Canadian Securities Course (CSC). This combination of education equips her with the necessary skills to effectively communicate with clients and understand the complexities of financial management.
Background
Moya Cao began her career at MD Financial Management in 2014 as a Regional Investment Administrator. Over the years, she has transitioned through various roles within the organization, gaining valuable experience in client services and investment administration. Her career path reflects a dedication to the financial industry and a focus on enhancing client relationships.
Professional Development
Throughout her tenure at MD Financial Management, Moya Cao has engaged in professional development opportunities to enhance her skills and knowledge in the financial sector. Her roles have allowed her to gain insights into client needs and investment strategies, contributing to her effectiveness as a Client Associate. Her commitment to continuous learning supports her ability to provide informed advice and service to clients.